Siemens Energy to list on exchanges after demerger; growth prospects bullish
Shares of
Siemens Energy India
will list on Thursday following the long-awaited demerger from parent Siemens.
Analysts
expect the newly carved-out entity to emerge as a leading beneficiary of India's accelerating
power transmission and distribution
(T&D) investment cycle.
by Taboola
by Taboola
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According to Jefferies,
Siemens Energy
could clock a robust 40% compound annual growth rate (CAGR) in
earnings
between FY24 and FY27.
The brokerage estimates that the company could command a
market capitalisation
exceeding USD 10 billion — positioning it as the largest listed pure-play T&D equipment player in India, ahead of global peers like
Hitachi
and GE Vernova.
Jefferies believes the company's operating leverage and improving plant utilisation — currently under 60% — could meaningfully boost profitability. In the first five months of FY25 alone,
Siemens
Energy booked Rs 5,100 crore worth of orders, nearly 60% of its FY24 total. It ended March with an order book of Rs 15,100 crore, nearly 2.4 times its FY24 revenue.
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The company is also doubling its
power transformer capacity
through a Rs 460 crore capex, signaling confidence in future demand. Broader policy tailwinds such as the government's Rs 1.5 trillion worth of T&D project awards in FY25 — a fourfold jump from the previous year — support this optimism.
The parent company, Siemens Limited (ex-Energy), also remains a 'Buy' for Jefferies with a target price of Rs 3,700, driven by upside potential in its railways segment and margin expansion opportunities.
Market watchers will now closely follow whether investor interest keeps pace with the company's strong fundamental outlook and macro tailwinds.
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